www4.plansmith.comPlansmith | Software and Expertise for Banks and Credit Unions | Budgeting | ALM | Outsourcing |

Strategy 800-323-3281 info@plansmith.com Banks BUDGETING Financial Compass Budget Compass + Budget Compass ALM/IRR Financial Compass BankersGPS Outsourcing ALM Advisory Services CECL CECL Calculator CECL Companion STRATEGY Budget Playbook StrategyGPS CLIENTS Stories Credit Unions BUDGETING Financial Compass Budget Compass + Budget Compass ALM/IRR Financial Compass Outsourcing ALM Advisory Services CECL CECL Calculator CECL Companion STRATEGY Budget Playbook StrategyGPS Resources Blog Videos White Papers Webinars Client Spotlights Premium Training On-Demand Education About Plansmith Career Opportunities Schedule A Discovery Call Select Page REMOVE THE STRESS FROM BUDGETING AND ASSET LIABILITY MANAGEMENT Powerful, Intuitive Software and Expert Services for Banks and Credit Unions Who Want Quicker, More Accurate Budgeting and Interest Rate Risk Schedule A Discovery Call Streamline budgeting, forecast confidently, and hit your targets. Budgeting Solutions Manage interest rate risk and confidently prepare for exams. ALM Solutions CECL made easy with our automated, affordable solution. CECL Solutions Build, track, and execute a winning strategy. Strategy Solutions Choose the Solution that Meets Your Needs or Schedule a FREE Discovery Call to Determine the Ideal Option for Your Organization SCHEDULE A DISCOVERY CALL Growing A Community Bank or Credit Union Doesn’t Have to be Difficult Continually changing banking environments and regulations make it tough to manage change if you don’t have the right tools and resources. Our products have helped thousands of financial institutions: l Make Better Strategic Decisions  Stay Competitive  Improve Budgeting Efficiency  Effectively Manage Interest Rate Risk SCHEDULE A DISCOVERY CALL Join Thousands of Community Banks and Credit Unions who Trust Plansmith to Help Them Avoid Risk, Budget, Plan, and Execute for Success Plansmith Makes it Easy to Get the Right Products and Professional Services to Effectively Manage Growth. Schedule Your Free Discovery Call Choose The Ideal Products And Services Deploy The Tools You Need To Grow SCHEDULE A DISCOVERY CALL Hear What Some Of Our Clients Are Saying About Working With Plansmith Plansmith has been instrumental in simplifying our budgeting and helping us develop, organize, and implement a strong strategic plan for success now and for the future! Chad Hoffman President & CEO , Richwood Bank What is a lack of adequate tools and resources costing your organization? Time Wasted On Ineffective Tools Poor Execution Declining Market Share Increasing Regulatory Pressure Get The Software And Professional Services You Need To Grow SCHEDULE A DISCOVERY CALL Just Because You Don’t Have The Resources Of A Larger Bank Doesn’t Mean You Can’t Act Like One. Local financial institutions best serve their community’s needs when they are healthy and growing. Unfortunately, stricter regulations, increased competition, new products, and an unpredictible economy present serious challenges to your continued growth. It’s frustrating not having the right resources, tools, and time to deal with these disruptions. Read More As former bankers we understand your frustration. For over 50 years, we’ve worked with many banks and credit unions who have struggled with these issues. Our company has helped thousands of financial institutions stay competitive and grow with software and expert advisory services for strategic planning, market intelligence, budgeting, and risk analysis. Here’s how easy it is to work with Plansmith: 1. Call to schedule your free discovery meeting. 2. Choose the ideal products and services 3. Deploy the tools you need to grow Schedule your free discovery call today! And, in the meantime, get your complimentary Strategic Opportunity Score. Stop letting industry changes limit your potential. Get the software and advice you need to grow and continue serving your community. SCHEDULE A DISCOVERY CALL Get Your Free Market Analysis Discover the opportunities that exist in your market. Together, we will uncover your market potential with a quick 30 minute phone call. SEND MY ANALYSIS Navigate Home Budgeting Asset Liability Management CECL Strategy About Contact Us Products StrategyGPS Compass BankersGPS Resources Blog Videos Compass Tutorials Lunch N’ Learn Webinars Career Opportunities Contact 1827 Walden Office Square, Ste. 350 Schaumburg IL 60173 Toll Free: 1.800.323.3281 Local: 1.847.359.4045 Fax: 1.847.705.8200 info@plansmith.com Copyright 2021 |...